Purchases and Sales Made in Q1 2022 in Spdr Portfolio S&P 500 ETF (Ma (SPLG)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 ETF (Ma (SPLG) during Q1 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 ETF (MA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
83.5M+ 5797.62% |
$4.09B - $4.69B
|
84.9M
$6.02B
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.96M+ 184.95% |
$488M - $560M
|
15.3M
$1.09B
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.6M+ 34.52% |
$274M - $315M
|
21.8M
$1.55B
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.71M+ 19.53% |
$83.8M - $96.1M
|
10.5M
$742M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.6M+ 48.06% |
$78.4M - $89.9M
|
4.93M
$350M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.45M+ 29.08% |
$70.8M - $81.2M
|
6.41M
$455M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1M+ 37.53% |
$49M - $56.2M
|
3.67M
$260M
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
773KNew |
$37.9M - $43.4M
|
773K
$54.8M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
593K+ 533.36% |
$29M - $33.3M
|
704K
$49.9M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
565KNew |
$27.7M - $31.7M
|
565K
$40.1M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
524K+ 19.3% |
$25.7M - $29.4M
|
3.24M
$230M
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
511KNew |
$25M - $28.7M
|
511K
$36.2M
|
|
May 10, 2022
Q1 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
493K+ 4262.32% |
$24.1M - $27.7M
|
505K
$35.8M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
428K+ 3468.84% |
$20.9M - $24M
|
440K
$31.2M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
390KNew |
$19.1M - $21.9M
|
390K
$27.7M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
379KNew |
$18.6M - $21.3M
|
379K
$26.9M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
376K+ 95.18% |
$18.4M - $21.2M
|
772K
$54.8M
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
335K+ 43.27% |
$16.4M - $18.8M
|
1.11M
$78.6M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
313KNew |
$15.3M - $17.6M
|
313K
$22.2M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
310K+ 15.18% |
$15.2M - $17.4M
|
2.35M
$167M
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
306K+ 57.7% |
$15M - $17.2M
|
837K
$59.3M
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
293K+ 55.31% |
$14.3M - $16.5M
|
823K
$58.4M
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
281K+ 63.24% |
$13.7M - $15.8M
|
724K
$51.4M
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
264K+ 44.83% |
$12.9M - $14.8M
|
852K
$60.4M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
236K+ 126.37% |
$11.6M - $13.3M
|
423K
$30M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
233K+ 61.65% |
$11.4M - $13.1M
|
611K
$43.4M
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
233K+ 53.84% |
$11.4M - $13.1M
|
664K
$47.1M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
220K+ 44.5% |
$10.8M - $12.3M
|
714K
$50.6M
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
214KNew |
$10.5M - $12M
|
214K
$15.2M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
198K+ 13.21% |
$9.68M - $11.1M
|
1.69M
$120M
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
186K+ 44.39% |
$9.12M - $10.5M
|
605K
$42.9M
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
180K+ 10.42% |
$8.82M - $10.1M
|
1.91M
$135M
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
176K+ 11.04% |
$8.64M - $9.91M
|
1.77M
$126M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
158K+ 85.56% |
$7.73M - $8.87M
|
342K
$24.3M
|
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
148KNew |
$7.23M - $8.29M
|
148K
$10.5M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
145K+ 40.22% |
$7.09M - $8.13M
|
505K
$35.8M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
133K+ 15.69% |
$6.52M - $7.48M
|
981K
$69.6M
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
130K+ 60.89% |
$6.38M - $7.32M
|
344K
$24.4M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
112K+ 199.76% |
$5.5M - $6.31M
|
168K
$12M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
109K+ 15.16% |
$5.32M - $6.11M
|
825K
$58.6M
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
105K+ 163.95% |
$5.14M - $5.9M
|
169K
$12M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
102K+ 51.54% |
$4.98M - $5.71M
|
299K
$21.2M
|
|
Apr 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
98.2K+ 4.91% |
$4.81M - $5.52M
|
2.1M
$149M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
97.3KNew |
$4.77M - $5.47M
|
97.3K
$6.9M
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
93.8K+ 13.94% |
$4.59M - $5.27M
|
767K
$54.4M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
92K+ 115.75% |
$4.51M - $5.17M
|
171K
$12.2M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
91.2K+ 1429.37% |
$4.47M - $5.12M
|
97.6K
$6.92M
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
91K+ 49.16% |
$4.46M - $5.11M
|
276K
$19.6M
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
89.4K+ 24.9% |
$4.38M - $5.02M
|
449K
$31.8M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
88.8K+ 1849.46% |
$4.35M - $4.99M
|
93.6K
$6.64M
|